Short-Range Actuarial Projections
of the Old-Age, Survivors, and
Disability Insurance Program, 2005

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ACTUARIAL STUDY NO. 119
by Chris Motsiopoulos
and Richard B. Tucker

IV.17.—Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds
(Calendar years 1980-2014)
[As a percentage of taxable payroll]
Year
OASI Trust Fund
DI Trust Fund
Total
Income rate
Cost rate
Balance
Income rate
Cost rate
Balance
Income rate
Cost rate
Balance
1980
9.07
9.33
-0.26
1.13
1.38
-0.25
10.21
10.71
-0.50
1981
9.44
9.96
-.52
1.31
1.39
-.08
10.76
11.35
-.59
1982
9.19
10.59
-1.40
1.66
1.34
.32
10.85
11.93
-1.08
1983
9.91
10.26
-.35
1.33
1.22
.11
11.24
11.48
-.24
1984
10.58
10.06
.52
1.01
1.15
-.14
11.59
11.21
.38
1985
10.71
9.92
.79
1.07
1.13
-.06
11.79
11.05
.73
1986
10.59
9.81
.77
1.01
1.11
-.10
11.60
10.93
.67
1987
10.57
9.60
.97
1.00
1.10
-.10
11.56
10.69
.87
1988
11.22
9.57
1.65
1.06
1.08
-.01
12.28
10.65
1.64
1989
11.17
9.51
1.66
1.06
1.06
.00
12.23
10.57
1.66
1990
11.32
9.66
1.66
1.17
1.09
.09
12.49
10.74
1.75
1991
11.44
10.15
1.29
1.21
1.18
.03
12.65
11.33
1.32
1992
11.43
10.27
1.16
1.21
1.27
-.06
12.64
11.54
1.10
1993
11.40
10.37
1.03
1.21
1.35
-.14
12.61
11.73
.88
1994
10.70
10.22
.48
1.89
1.40
.49
12.59
11.62
.97
1995
10.70
10.22
.48
1.88
1.44
.44
12.59
11.67
.92
1996
10.73
10.06
.68
1.89
1.48
.41
12.62
11.53
1.09
1997
10.93
9.83
1.09
1.71
1.44
.28
12.64
11.27
1.37
1998
10.96
9.45
1.51
1.72
1.42
.30
12.68
10.87
1.80
1999
10.99
9.10
1.90
1.72
1.42
.30
12.71
10.51
2.20
2000
10.89
8.98
1.91
1.80
1.42
.37
12.69
10.40
2.29
2001
10.89
9.08
1.80
1.82
1.48
.34
12.71
10.56
2.15
2002
10.92
9.31
1.60
1.82
1.61
.22
12.74
10.92
1.82
2003
10.89
9.36
1.53
1.82
1.69
.14
12.71
11.05
1.66
2004
10.92
9.35
1.57
1.82
1.79
.03
12.75
11.15
1.60
2005
10.90
9.31
1.59
1.82
1.83
1/
12.72
11.13
1.59
2006
10.90
9.16
1.75
1.82
1.84
-.01
12.73
11.00
1.73
2007
10.92
9.09
1.83
1.83
1.86
-.03
12.74
10.95
1.79
2008
10.95
9.10
1.86
1.83
1.89
-.06
12.78
10.99
1.80
2009
10.94
9.18
1.76
1.83
1.95
-.12
12.77
11.13
1.65
2010
10.96
9.30
1.66
1.83
1.95
-.12
12.79
11.25
1.54
2011
11.01
9.47
1.54
1.84
1.96
-.12
12.84
11.42
1.42
2012
11.03
9.68
1.36
1.84
1.99
-.15
12.87
11.67
1.20
2013
11.06
9.92
1.14
1.84
2.01
-.17
12.90
11.93
.97
2014
11.07
10.18
.89
1.84
2.03
-.19
12.92
12.21
.71

1Between -0.005 and 0.005 percent of taxable payroll.

Sources:

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A14 and V.B14 for low cost and high cost alternatives, respectively.

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